Financial Consultant

Prulife Uk (Orion Summit Life Insurance Agency); Philippines; On-site; PHP 279,000 - 502,000; Part time

Benefits offered by this job

HMO

Flexible hours

Work from home

Performance bonus

Employee recognition program

Job summary

PruLife Uk (Orion Summit Life Insurance Agency) is seeking a results‑driven sales professional for a hybrid role in Makati. You will identify clients, set up meetings, advise on policy options, and prepare proposals to meet client needs.

Responsibilities include processing claims, maintaining client records, and reviewing policies with clients to ensure ongoing satisfaction. BS degree required, 21–35 years old, residente of Metro Manila, willing to take the Licensure Examination for Insurance

Job description

PruLife Uk (Orion Summit Life Insurance Agency)

Hybrid - Makati No Exp Required Bachelor Part-time

Job Description

Employee Recognition and Rewards

Commission, Performance Bonus, Employee Recognition Program, Incentives

Insurance Health & Wellness

HMO

Professional Development

Professional Development

Work-Life Balance

Flexible Hours, Work from Home

• Identify clients: Find new clients through referrals and leads
• Schedule meetings: Set up appointments with clients to discuss their needs
• Advise clients: Explain insurance options and recommend the best policy for the client
• Prepare proposals: Create proposals for insurance policies
• Process claims: Provide policy proceeds after claims are approved
• Maintain records: Keep track of client information and policy details
• Review policies: Check in with clients periodically to review their policies
• Follow up: Make calls to clients as needed
• Create payment methods: Set up ways for clients to pay their premiums
• Recommend risk management: Suggest strategies to clients to help them manage risk
• Must be a BS Degree Holder (Any Course)
• 21-35 Years Old
• Resident of Metro Manila Area and nearby Provinces.
• Willing to take Licensure Examination for Insurance Commission.

Consultative Sales People Oriented

Associate Unit Manager PruLife Uk (Orion Summit Life Insurance Agency)

Working Location

7th Floor, polaris center,7th Floor,Makati,Philippines